From Spreadsheets to Strategic Grant Management

Many local governments, nonprofits, and education agencies still manage grants in spreadsheets, creating challenges with visibility, compliance, reporting, and collaboration.

In this session, hear directly from a grants management practitioner, Euna product leaders, and CLA advisors as they discuss how organizations are modernizing grant administration.

Come learn how to:

• Centralize grant management to strengthen oversight across the entire grant lifecycle
• Streamline compliance and reporting processes
• Give leadership portfolio visibility into grant performance

Participants will see real-world examples of grant dashboards, portfolio management tools, and reporting capabilities that help organizations move from reactive tracking to strategic grant stewardship.

Learning objectives

• Identify the risks of managing grants in spreadsheets, including manual errors, version-control issues, and weak audit trails
• Describe how visibility across the grant lifecycle helps program, finance, and compliance teams work from the same data
• Explain how centralizing documents, reporting, and compliance tasks supports audit readiness.
• Recognize how a grant portfolio dashboard improves oversight, deadline tracking, and strategic decisions

Who should attend

This session is designed for CFOs, finance-related roles, grant managers and grant related roles, and directors of grants.

Questions?

Contact CLA’s meetings, events, and experience team at CLAevents@CLAconnect.com.

To learn more about this topic, read our article, Grant Reporting Made Easier: Strategies for Nonprofits.

CPE

Recommended CPE: 1 CPE credit, Specialized Knowledge
Prerequisites: None
Program level: Overview
Advance preparation: None
Delivery method: Group Internet Based
View CPE sponsorship information